Details for the 6 month New Investor waiver

With the New Investor waiver, we waive the 0.25% advisory fee across all your investment accounts for six months.

How do I get this waiver?

First, see if you received an offer for the waiver by checking the main dashboard of your account. If you see the offer, all you have to do is open an investment account by the deadline listed next to the offer.

How long does this waiver last?

The waiver starts the moment you submit your first investment account application. It ends at the end of the month six months later. For example, if you open your first investment account on January 15, 2021, your waiver expires on July 31, 2022 at 11:59 EST.

You can check the expiration date by logging into Wealthfront and navigating to settings. The waiver will be displayed about a day after your account is opened.

Which accounts is this waiver applied to?

The waiver is applied to all investment accounts you have during the time the waiver is applied. (So if you open an individual investment account on January 31, 2021, then open an IRA account on February 30, 2021, the fee is waived on the individual account for six months and the IRA account for five months).

What happens after this waiver ends?After the waiver ends, you start paying the advisory fee: 0.25% annually on the amount you invest.

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